iShares S&P 500 Value ETF
1,541 hedge funds and large institutions have $29B invested in iShares S&P 500 Value ETF in 2024 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 572 increasing their positions, 484 reducing their positions, and 64 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
8% more funds holding
Funds holding: 1,426 → 1,541 (+115)
7% more capital invested
Capital invested by funds: $27.2B → $29B (+$1.85B)
0.61% more ownership
Funds ownership: 77.33% → 77.93% (+0.61%)
Holders
1,541
Holding in Top 10
124
Calls
$20M
Puts
$11.1M
Top Buyers
| 1 | +$384M | |
| 2 | +$162M | |
| 3 | +$94.3M | |
| 4 |
Morgan Stanley
New York
|
+$92.2M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$85.7M |
Top Sellers
| 1 | -$252M | |
| 2 | -$206M | |
| 3 | -$145M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$88.2M |
| 5 |
JP Morgan Chase
New York
|
-$32.5M |